Create Lead
Create a new lead in Close CRM with specified details.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_LEAD])
Update Lead
Update an existing lead's information in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_LEAD])
Create Task
Create a new task associated with a lead or opportunity in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_TASK])
Send Email
Send an email to a lead or contact through Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEND_EMAIL])
Create Opportunity
Create a new sales opportunity in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_OPPORTUNITY])
Update Opportunity
Update an existing opportunity's details in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.UPDATE_OPPORTUNITY])
Add Note
Add a note to a lead, contact, or opportunity in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_NOTE])
Log Call
Log a call activity for a lead or contact in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LOG_CALL])
Create Custom Field
Create a new custom field for leads or opportunities in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_CUSTOM_FIELD])
Create Sequence
Create a new email sequence for automated follow-ups in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_SEQUENCE])
Add Lead To Sequence
Add a lead to an existing email sequence in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.ADD_LEAD_TO_SEQUENCE])
Create Smart View
Create a new smart view (saved search) in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CREATE_SMART_VIEW])
Bulk Update Leads
Update multiple leads simultaneously in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.BULK_UPDATE_LEADS])
New Lead Created
Triggered when a new lead is created in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_LEAD_CREATED])
Lead Status Changed
Triggered when a lead's status is changed in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LEAD_STATUS_CHANGED])
New Task Created
Triggered when a new task is created in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_TASK_CREATED])
Task Completed
Triggered when a task is marked as completed in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.TASK_COMPLETED])
New Opportunity Created
Triggered when a new opportunity is created in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_OPPORTUNITY_CREATED])
Opportunity Status Changed
Triggered when an opportunity's status changes in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.OPPORTUNITY_STATUS_CHANGED])
Email Opened
Triggered when a sent email is opened by the recipient.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.EMAIL_OPENED])
Email Clicked
Triggered when a link in a sent email is clicked by the recipient.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.EMAIL_CLICKED])
Lead Source Updated
Triggered when a lead's source information is updated in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LEAD_SOURCE_UPDATED])
Custom Field Updated
Triggered when a custom field value is updated for a lead or opportunity.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CUSTOM_FIELD_UPDATED])
Sequence Completed
Triggered when a lead completes an email sequence in Close.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.SEQUENCE_COMPLETED])
New Note Added
Triggered when a new note is added to a lead, contact, or opportunity.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.NEW_NOTE_ADDED])
Call Logged
Triggered when a new call activity is logged in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.CALL_LOGGED])
Lead Merged
Triggered when two or more leads are merged in Close CRM.
from composio_llamaindex import ComposioToolSet, Action
tool_set = ComposioToolSet()
tools = tool_set.get_tools(actions=[Action.LEAD_MERGED])